Civic Intelligence

Steamfitters Industry Security Benefit Fund

EIN 13-6149681 • 501(c)5 • Long Island City, NY

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Profile

The Fund was established to accumulate funds to pay or provide supplemental benefits to participants. The Fund is a multi- employer plan and is funded by employer contributions determined in accordance with the collective bargaining agreement.

27-08 40th Avenue 2nd floorLong Island City, NY 11101-3725

www.steamfitters.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.07x

Higher debt load relative to revenue than 18% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$505,495

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

$250M-$1B nonprofits • Source year 2024

Asset Growth

45th percentile

4.1%

Faster asset growth than 45% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

14%

Faster revenue growth than 65% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$318,983,360

Up $12,673,231 (+4.1%) from 2023

Liabilities

Down

$3,700,948

Down $412,327 (-10%) from 2023

Net Assets

Up

$315,282,412

Up $13,085,558 (+4.3%) from 2023

Operations
Liabilities / Revenue18th percentileNet Margin71st percentile

Revenue

Up

$54,422,288

Up $6,890,924 (+14%) from 2023

Expenses

Down

$46,196,922

Down $3,819,133 (-7.6%) from 2023

Net Income

Up

$8,225,366

Up $10,710,057 (+431%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400M$300M$200M$100M$0Assets 2010: $139,889,603Liabilities 2010: $4,274,414Net Assets 2010: $135,615,1892010Assets 2011: $135,823,556Liabilities 2011: $1,574,218Net Assets 2011: $134,249,3382011Assets 2012: $162,257,915Liabilities 2012: $2,593,251Net Assets 2012: $159,664,6642012Assets 2013: $193,500,448Liabilities 2013: $8,576,990Net Assets 2013: $184,923,4582013Assets 2014: $209,075,535Liabilities 2014: $7,740,187Net Assets 2014: $201,335,3482014Assets 2015: $206,029,022Liabilities 2015: $4,792,180Net Assets 2015: $201,236,8422015Assets 2016: $238,830,794Liabilities 2016: $7,518,581Net Assets 2016: $231,312,2132016Assets 2017: $268,904,337Liabilities 2017: $3,279,704Net Assets 2017: $265,624,6332017Assets 2018: $271,200,452Liabilities 2018: $4,618,473Net Assets 2018: $266,581,9792018Assets 2019: $310,081,021Liabilities 2019: $1,127,324Net Assets 2019: $308,953,6972019Assets 2020: $308,222,894Liabilities 2020: $4,459,748Net Assets 2020: $303,763,1462020Assets 2021: $326,665,741Liabilities 2021: $2,719,273Net Assets 2021: $323,946,4682021Assets 2022: $294,790,618Liabilities 2022: $4,591,008Net Assets 2022: $290,199,6102022Assets 2023: $306,310,129Liabilities 2023: $4,113,275Net Assets 2023: $302,196,8542023Assets 2024: $318,983,360Liabilities 2024: $3,700,948Net Assets 2024: $315,282,4122024

Highlighted filing

2024

Assets$318,983,360
Liabilities$3,700,948
Net Assets$315,282,412
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100M$50M$0-$50MExpenses 2010: $33,620,7112010Expenses 2011: $31,587,8862011Expenses 2012: $27,814,3872012Revenue 2013: $51,920,050Expenses 2013: $33,276,909Net Income 2013: $18,643,1412013Revenue 2014: $50,632,330Expenses 2014: $33,850,359Net Income 2014: $16,781,9712014Revenue 2015: $51,339,609Expenses 2015: $37,329,942Net Income 2015: $14,009,6672015Revenue 2016: $53,151,316Expenses 2016: $28,570,975Net Income 2016: $24,580,3412016Revenue 2017: $62,964,611Expenses 2017: $37,351,855Net Income 2017: $25,612,7562017Revenue 2018: $62,620,487Expenses 2018: $37,652,698Net Income 2018: $24,967,7892018Revenue 2019: $62,339,226Expenses 2019: $48,175,826Net Income 2019: $14,163,4002019Revenue 2020: $46,679,611Expenses 2020: $68,781,034Net Income 2020: -$22,101,4232020Revenue 2021: $52,241,912Expenses 2021: $52,386,250Net Income 2021: -$144,3382021Revenue 2022: $45,014,108Expenses 2022: $55,243,098Net Income 2022: -$10,228,9902022Revenue 2023: $47,531,364Expenses 2023: $50,016,055Net Income 2023: -$2,484,6912023Revenue 2024: $54,422,288Expenses 2024: $46,196,922Net Income 2024: $8,225,3662024

Highlighted filing

2024

Revenue$54,422,288
Expenses$46,196,922
Net Income$8,225,366
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$318,983,360
Liabilities
$3,700,948
Net assets
$315,282,412
Revenue
$54,422,288
Expenses
$46,196,922
Net income
$8,225,366
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$319$3.70$315$54.4$46.2$8.23
2023Summary only. Only limited summary data is available for this year.$306$4.11$302$47.5$50.0$2.48
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$295$4.59$290$45.0$55.2$10.2
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$327$2.72$324$52.2$52.4$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$308$4.46$304$46.7$68.8$22.1
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$310$1.13$309$62.3$48.2$14.2
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$271$4.62$267$62.6$37.7$25.0
2017Summary only. Only limited summary data is available for this year.$269$3.28$266$63.0$37.4$25.6
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$239$7.52$231$53.2$28.6$24.6
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$206$4.79$201$51.3$37.3$14.0
2014Detailed filing. Detailed filing data is available for this year.$209$7.74$201$50.6$33.9$16.8
2013Detailed filing. Detailed filing data is available for this year.$194$8.58$185$51.9$33.3$18.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$162$2.59$160$27.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$136$1.57$134$31.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$140$4.27$136$33.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$70,198,451
Mission and Program Overview

Mission

The Fund was established to accumulate funds to pay or provide supplemental benefits to participants. The Fund is a multi- employer plan and is funded by employer contributions determined in accordance with the collective bargaining agreement.

The Fund was established to accumulate funds to provide supplemental benefits to partic. They become eligible to part in the Plan beg with the first day in which they work in covered employ for a signed contractor.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$302,196,854$315,282,412▲ $13,085,558
Investments Other Securities$152,348,873$159,454,273▲ $7,105,400
Investments in Publicly Traded Securities$148,636,438$154,064,795▲ $5,428,357
Accounts Receivable$2,522,270$2,857,651▲ $335,381
Cash and Non-Interest-Bearing Accounts$2,794,835$2,598,950▼ $195,885
Prepaid Expenses and Deferred Charges$7,713$7,691▼ $22
Total Assets$306,310,129$318,983,360▲ $12,673,231
Liabilities
Other Liabilities$3,882,647$3,481,647▼ $401,000
Accounts Payable and Accrued Expenses$230,628$219,301▼ $11,327
Total Liabilities$4,113,275$3,700,948▼ $412,327
Net Assets / Fund Balance
Total Net Assets Fund Balance$302,196,854$315,282,412▲ $13,085,558
Total Liabilities and Net Assets / Fund Balance$306,310,129$318,983,360▲ $12,673,231

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$8,198,366--
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleBaseOtherTotal
William J TurnbullExecutive Administrator$11,604$493,891$11,604
James IppolitoAssistant Administrator$11,367$265,876$11,367
Nicholas MagnaEducation Instructor$9,357$270,787$9,357

Board Members and Trustees

NameTitle
Daniel KnightsEducation Director
Anthony SaporitoTrustee
Brian Kearney JrTrustee
Joseph FurelliTrustee
Marcel RamalhoTrustee
Mike KoebelTrustee
Ralph Montuoro JrTrustee
Robert Bartels JrTrustee
Shane McMorrowTrustee
James C WhiteAssistant Administrator
Jason GreccoEducation Instructor
Matthew PizzoEducation Instructor
Stephen PowersEducation Instructor
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$40,116,539
Investment Income
$14,211,352
Other Revenue
$94,397
Change in Net Assets
$8,225,366

Audited Revenue Reconciliation

Revenue per Audited Statements
$51,739,095
Revenue Not Reported on Financial Statements
$2,683,193
Revenue Not Reported on Form 990
$4,860,192
Total Revenue per Audited Statements
$56,599,287
Total Revenue per Form 990
$54,422,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,975,109
Salaries, Compensation, and Employee Benefits$400,560
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$42,821,253--$42,821,253
Fees for Service Investment Mgmnt Fees-$2,683,193-$2,683,193
Other Salaries and Wages-$212,476-$212,476
Information Technology-$162,249-$162,249
Pension Plan Contributions-$74,221-$74,221
Other Employee Benefits-$64,219-$64,219
Current Officers, Directors, Trustees, and Key Employees-$32,328-$32,328
Insurance-$29,224-$29,224
Occupancy-$24,407-$24,407
Depreciation Depletion-$20,677-$20,677
Payroll Taxes-$17,316-$17,316
Fees for Services Accounting-$17,000-$17,000
Fees for Services Legal-$16,536-$16,536
Office Expenses-$14,218-$14,218
Travel-$5,316-$5,316
Conferences and Meetings-$2,289-$2,289
Total Functional Expenses$42,821,253$3,375,669$0$46,196,922

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$46,196,922
Expenses per Audited Statements$43,513,729
Total Expenses per Audited Statements$43,513,729
Expenses Not Reported on Financial Statements$2,683,193
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to/from other funds$3,472,235
Federal income taxes$9,412
Securities Purchases-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11A

“This tax return was prepared by staff and reviewed by the Funds Executive Administrator, who is a CPA. Then, it was provided to the Funds auditors for review and approval. Lastly, it was provided to a member of the Board of Directors for review and signature.”

Form 990, Part VI, Section B, Line 15 AB

“The Executive Administrator of the Trust Funds negotiates with the Chairman and Co-Chairman of each Fund and agree to an increase in wages for all staff within the parameters set by the collective bargaining agreement.”

Form 990, Part VI, Section B, Line 12C

“The Fund is subject to ERISA and the Trustees confirm to its regulations. Each year, Trustees sign a statement which affirms that such person has received a copy of the Conflict of Interest Policy and has read and understands the Policy. Also, the trustees agree to comply with the Policy and understand that the Plan is a tax-exempt organization.”

Form 990, Part VI, Section C, Line 19

“As required by ERISA, the Funds governing documents, policies, financial statements and tax returns are available upon request by writing to the Fund Office and requesting a copy. This return was not filed on time and granted an extension to acquire all the information needed to complete and file an accurate return.”

Filing and Contact Details

Filer

Filer Name
Steamfitters Industry Security Benefit Fund
EIN
13-6149681
Phone
2124658888
Address
27-08 40th Avenue 2nd floor, Long Island City, NY 11101-3725

Signing Officer

Name
Robert Bartels
Title
Employee Trustee
Phone
2124658888
Signed
2025-11-07
Discuss with paid preparer
No

Organization Details

Formed
1961
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
0
Supplemental Narrative

Financial Statement Notes

X 2

“The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of December 31, 2024, there are no uncertain positions taken or expected to be taken, that would require the recognition of a liability or asset or disclosure in the financial statements. The Fund is subject to routine audits by taxing jursidictions until the applicable statute of limitations expires however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 612 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/Form990PartVIISectionAGrp/PersonNm1Daniel Knights
IRS990/Form990PartVIISectionAGrp/PersonNm2James Ippolito
IRS990/Form990PartVIISectionAGrp/PersonNm3Jason Grecco
IRS990/Form990PartVIISectionAGrp/PersonNm4Nicholas Magna
IRS990/Form990PartVIISectionAGrp/PersonNm5James C White
IRS990/Form990PartVIISectionAGrp/PersonNm6Stephen Powers
IRS990/Form990PartVIISectionAGrp/PersonNm7Matthew Pizzo
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IRS990/Form990PartVIISectionAGrp/PersonNm9Joseph Furelli
IRS990/Form990PartVIISectionAGrp/PersonNm10Marcel Ramalho
IRS990/Form990PartVIISectionAGrp/PersonNm11Anthony Saporito
IRS990/Form990PartVIISectionAGrp/PersonNm12Brian Kearney Jr
IRS990/Form990PartVIISectionAGrp/PersonNm13Shane McMorrow
IRS990/Form990PartVIISectionAGrp/PersonNm14Robert Bartels Jr
IRS990/Form990PartVIISectionAGrp/PersonNm15Mike Koebel
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Assistant Administrator
IRS990/Form990PartVIISectionAGrp/TitleTxt6Education Instructor
IRS990/Form990PartVIISectionAGrp/TitleTxt7Education Instructor
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
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IRS990ScheduleD/OtherSecuritiesGrp/Desc2Lord Abbett International Core Fixed Income
IRS990ScheduleD/OtherSecuritiesGrp/Desc3Janus Institutional Intl Equity Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc4ULLICO Infrastructure Fund LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc5Kennedy Wilson Real Estate Fund VI, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc6JP Morgan US Real Estate Mezz Debt Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc7Boyd Watterson GSA Fund LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc8Kennedy Wilson Real Estate Fund VII, LP
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of December 31, 2024, there are no uncertain positions taken or expected to be taken, that would require the recognition of a liability or asset or disclosure in the financial statements. The Fund is subject to routine audits by taxing jursidictions until the applicable statute of limitations expires however, there are currently no audits for any tax periods in progress.
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0William J Turnbull
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Nicholas Magna
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2James Ippolito
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3James C White
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4Jason Grecco
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5Stephen Powers
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm6Daniel Knights
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm7Matthew Pizzo
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Administrator
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Education Instructor
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Assistant Administrator
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3Assistant Administrator
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4Education Instructor
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt5Education Instructor
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt7Education Instructor
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